LCM

Liberty Capital Management Portfolio holdings

AUM $531M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$383K
3
+$255K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$243K
5
WEC icon
WEC Energy
WEC
+$239K

Top Sells

1
+$1.83M
2
+$428K
3
+$223K
4
PH icon
Parker-Hannifin
PH
+$203K
5
NEE icon
NextEra Energy
NEE
+$139K

Sector Composition

1 Technology 21.25%
2 Healthcare 11.35%
3 Financials 8.91%
4 Consumer Discretionary 8.78%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$311K 0.07%
2,655
127
$307K 0.07%
3,928
128
$295K 0.07%
4,104
-215
129
$290K 0.06%
3,224
130
$288K 0.06%
1,230
131
$286K 0.06%
2,937
+277
132
$286K 0.06%
2,712
133
$283K 0.06%
2,526
-26
134
$277K 0.06%
10,312
135
$271K 0.06%
1,986
136
$271K 0.06%
1,224
137
$268K 0.06%
6,744
138
$266K 0.06%
1,069
139
$262K 0.06%
1,780
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140
$259K 0.06%
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141
$255K 0.06%
+2,519
142
$255K 0.06%
1,271
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143
$255K 0.06%
4,178
144
$254K 0.06%
5,565
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145
$254K 0.06%
2,329
146
$239K 0.05%
+2,486
147
$235K 0.05%
4,384
148
$233K 0.05%
8,400
149
$227K 0.05%
3,125
150
$224K 0.05%
7,729
3 4 5
6
7